See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,511 | $154,365+64.9% | $130,231+95.4% | $139,434+82.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 16.92% | 30.34%-13.4pp | 38.77%-21.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,415 | $5,170-33.9% | $4,126-17.2% | $4,751-28.1% |
| Participant deferral / active EE | $14,514 | $8,498+70.8% | $6,799+113.5% | $6,710+116.3% |
| Admin fee / account holder | $2,692 | $9,214-70.8% | $6,020-55.3% | $11,403-76.4% |